Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations. One such report is the Accounts by Agent Name Report.
To access the Accounts by Agent Name Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database:
On the resulting page, your Accounts by Agent Name Report is accessible after you've clicked Account Reports from the section on the left:
After clicking Accounts By Agent Name, you'll be taken to your report. (Note: the Agent Name field for your accounts can be populated when editing an Account's Details.) Here's a look at a sample portion of an Accounts by Agent Name Report:
Note that many of the columns will allow you to sort the report data based upon that column's data by clicking the column name.
Above your report, you'll see several Options: